Financial Strategies Group, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1774343
OKEMOS, MI
Position in AOA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$271,718
+$43,060 QoQ
Shares Held
2,784
+7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#91
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,718 | 2,784 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $228,658 | 2,584 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $322,774 | 3,604 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $317,832 | 3,606 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $320,839 | 3,847 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $369,189 | 4,826 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $317,548 | 4,145 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $324,004 | 4,106 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $297,998 | 3,985 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $318,889 | 4,341 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $312,727 | 4,529 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $306,275 | 4,824 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $370,707 | 5,588 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $401,570 | 6,315 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $431,813 | 7,227 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $380,941 | 6,870 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $362,753 | 6,057 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $409,779 | 5,944 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $395,776 | 5,435 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $487,622 | 6,985 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $472,719 | 6,691 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $422,596 | 6,314 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $366,981 | 5,718 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $306,182 | 5,279 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $256,673 | 4,677 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $210,674 | 4,439 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||